Should you own Commonwealth Bank of Australia in FY16?

Commonwealth Bank of Australia (ASX:CBA) shares rose just 5.3% during the 2015 financial year, outpacing the S&P/ASX 200 (Index:^AXJO) (ASX:XJO)

| More on:
a woman

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

Shareholders of Commonwealth Bank of Australia (ASX: CBA) have been well rewarded over the last six years or so, but its performance over the last 12 months has been somewhat muted.

Although it looked set to be another year of incredible returns, the bank's record-breaking rally was cut short when the stock plummeted 18% between March and June, narrowly avoiding an official bear market.

Although it still managed to beat the S&P/ASX 200 (Index:^AXJO) (ASX: XJO), its total return for the 2015 financial year (FY15) was a mere 5.3%, compared to 23.4% achieved in FY14 and the 24.3% return from FY13 (returns not including dividends).

Should you own Commonwealth Bank in FY16?

Commonwealth Bank has, for a long time, been the go-to stock for investors seeking both security and a solid income stream. In a low interest rate environment, the bank's profits have thrived while it has been able to steadily increase its fully franked dividend payments, making it the ideal stock for almost any investor over that period.

CBA

Source: Company Annual Reports, Yahoo! Finance

Over the last year however, a number of cracks have begun to appear which could threaten the bank's returns over the coming years. To begin with, house prices have gotten out of control which could threaten future loan growth while the decline in bad debt charges has also slowed, and could soon reverse course to act as a weight on overall earnings.

Furthermore, given the headwinds facing the economy, APRA, the Australian Prudential Regulation Authority, wants each of the banks to hold more capital in reserve in case of a serious economic downturn. That in itself will impact their returns on equity, and could ultimately restrict their ability to grow or even maintain their current dividend payout ratios.

As it stands, Commonwealth Bank's shares trade for $85.13 per unit which is 12% below the all-time high of $96.69 achieved in March this year. Although some investors believe the shares can recover and will go on to crack the $100 mark, I believe the stock is priced for perfection and that now is the wrong time of the economic cycle to buy the banks.

While investors who sell today could be missing out on some gains in the near-term, now could be an excellent time to reduce your exposure to the sector and put your money to work elsewhere where higher returns seem much more achievable.

Motley Fool contributor Ryan Newman has no position in any stocks mentioned. You can follow Ryan on Twitter @ASXvalueinvest. The Motley Fool Australia has no position in any of the stocks mentioned. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Bruce Jackson.

More on ⏸️ Investing

A white and black robot in the form of a human being stands in front of a green graphic holding a laptop and discussing robotics and automation ASX shares
Technology Shares

Joining the revolution: How I'd invest in ASX AI shares right now

Advances in artificial intelligence (AI) could usher in a new industrial revolution. Here’s how you can invest in it.

Read more »

Close up of baby looking puzzled
Retail Shares

What has happened to the Baby Bunting (ASX:BBN) share price this year?

It's been a volatile year so far for the Aussie nursery retailer. We take a closer look

Read more »

woman holds sign saying 'we need change' at climate change protest
ETFs

3 ASX ETFs that invest in companies fighting climate change

If you want to shift some of your investments into more ethical companies, exchange-traded funds can offer a good option

Read more »

a jewellery store attendant stands at a cabinet displaying opulent necklaces and earrings featuring diamonds and precious stones.
⏸️ Investing

The Michael Hill (ASX: MHJ) share price poised for growth

Investors will be keeping an eye on the Michael Hill International Limited (ASX: MHJ) share price today. The keen interest…

Read more »

ASX shares buy unstoppable asx share price represented by man in superman cape pointing skyward
⏸️ Investing

The Atomos (ASX:AMS) share price is up 15% in a week

The Atomos (ASX: AMS) share price has surged 15% this week. Let's look at what's ahead as the company build…

Read more »

Two people in suits arm wrestle on a black and white chess board.
Retail Shares

How does the Temple & Webster (ASX:TPW) share price stack up against Nick Scali (ASX:NCK)?

How does the Temple & Webster (ASX: TPW) share price stack up against rival furniture retailer Nick Scali Limited (ASX:…

Read more »

A medical researcher works on a bichip, indicating share price movement in ASX tech companies
Healthcare Shares

The Aroa (ASX:ARX) share price has surged 60% since its IPO

The Aroa (ASX:ARX) share price has surged 60% since the Polynovo (ASX: PNV) competitor listed on the ASX in July.…

Read more »

asx investor daydreaming about US shares
⏸️ How to Invest

How to buy US shares from Australia right now

If you have been wondering how to buy US shares from Australia to gain exposure from the highly topical market,…

Read more »